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Synergy Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Synergy Investment Management’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.54M Buy
87,204
+41,676
+92% +$2.65M 3.34% 8
2025
Q1 		$2.68M Sell
45,528
-22,629
-33% -$1.33M 1.12% 19
2024
Q4 		$3.58M Buy
+68,157
New +$3.58M 1.54% 14